Sean Mest, financial advisor Bethlehem PA
90 score

Sean Mest

CRD Number: 6218140
Current Firm: Park Avenue Securities LLC

Sean Mest (CRD# 6218140) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bethlehem, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Co Of America Bethlehem, PA Mar 2017 - Current 1
Park Avenue Securities, LLC New York, NY Mar 2017 - Current 1
Key Investment Services LLC Plymouth Meeting, PA Dec 2016 - Mar 2017 < 1
Keybank Pottstown, PA Sep 2016 - Mar 2017 < 1
Key Investment Services LLC Plymouth Meeting, PA Sep 2016 - Dec 2016 < 1
Lpl Financial Pottstown, PA Mar 2014 - Sep 2016 2
First Niagara Pottstown, PA Mar 2014 - Sep 2016 2
Wells Fargo Advisors, LLC Conshohocken, PA Jun 2013 - Feb 2014 < 1
Unemployed Boyertown, PA Apr 2013 - Jun 2013 < 1
Cj's Tire And Automotive Birdsboro, PA Aug 2010 - Apr 2013 2
Giant Supermarket Reading, PA Jun 2008 - Aug 2010 2
High School Reading, PA Jun 2003 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Sean P. Mest
Phone Number: 1-888-600-4667
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    15,391
    ACCOUNTS
  • Average Account Value
    $183,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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